Civic Intelligence

Oregon Scottish Rite Education Foundation Inc.

990 • Fiscal year 2023 • EIN 93-6024129

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 23, 2024

Organization Profile
709 SW 15th AvenuePortland, OR 97205

(503) 226-7827

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

74th percentile

19%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

216%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$982,108

Up $155,173 (+19%) from 2022

Net Assets

Up

$982,108

Up $155,173 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin86th percentile

Revenue

Up

$168,357

Up $115,028 (+216%) from 2022

Expenses

Up

$103,389

Up $34,720 (+51%) from 2022

Net Income

Up

$64,968

Up $80,308 (+524%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $359,768Liabilities 2010: $0Net Assets 2010: $359,7682010Assets 2011: $373,518Liabilities 2011: $21,563Net Assets 2011: $351,9552011Assets 2012: $525,200Liabilities 2012: $0Net Assets 2012: $525,2002012Assets 2013: $563,936Liabilities 2013: $0Net Assets 2013: $563,9362013Assets 2014: $778,483Liabilities 2014: $0Net Assets 2014: $778,4832014Assets 2015: $745,781Liabilities 2015: $0Net Assets 2015: $745,7812015Assets 2016: $795,349Liabilities 2016: $0Net Assets 2016: $795,3492016Assets 2017: $854,140Liabilities 2017: $0Net Assets 2017: $854,1402017Assets 2018: $771,657Liabilities 2018: $0Net Assets 2018: $771,6572018Assets 2019: $830,140Liabilities 2019: $0Net Assets 2019: $830,1402019Assets 2020: $877,416Liabilities 2020: $0Net Assets 2020: $877,4162020Assets 2021: $984,996Liabilities 2021: $0Net Assets 2021: $984,9962021Assets 2022: $826,935Liabilities 2022: $0Net Assets 2022: $826,9352022Assets 2023: $982,108Liabilities 2023: $0Net Assets 2023: $982,1082023Assets 2024: $3,030,251Liabilities 2024: $0Net Assets 2024: $3,030,2512024

Highlighted filing

2023

Assets$982,108
Liabilities$0
Net Assets$982,108
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $25,7922010Expenses 2011: $66,1572011Expenses 2012: $52,9042012Revenue 2013: $150,902Expenses 2013: $80,673Net Income 2013: $70,2292013Revenue 2014: $301,331Expenses 2014: $80,275Net Income 2014: $221,0562014Revenue 2015: $64,825Expenses 2015: $73,446Net Income 2015: -$8,6212015Revenue 2016: $66,727Expenses 2016: $47,484Net Income 2016: $19,2432016Revenue 2017: $63,589Expenses 2017: $72,622Net Income 2017: -$9,0332017Revenue 2018: $93,235Expenses 2018: $70,323Net Income 2018: $22,9122018Revenue 2019: $70,033Expenses 2019: $82,334Net Income 2019: -$12,3012019Revenue 2020: $56,089Expenses 2020: $57,073Net Income 2020: -$9842020Revenue 2021: $114,555Expenses 2021: $34,488Net Income 2021: $80,0672021Revenue 2022: $53,329Expenses 2022: $68,669Net Income 2022: -$15,3402022Revenue 2023: $168,357Expenses 2023: $103,389Net Income 2023: $64,9682023Revenue 2024: $2,081,363Expenses 2024: $124,254Net Income 2024: $1,957,1092024

Highlighted filing

2023

Revenue$168,357
Expenses$103,389
Net Income$64,968
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 23, 2024
Return Version
2023v4.0
Gross Receipts
$372,233
Mission and Program Overview

Mission

To receive, hold, and apply awards of scholarships and fellowships and other financial assistance to deserving, qualified, and acceptable students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$673,438$955,872▲ $282,434
Investments Other Securities$91,451--
Cash and Non-Interest-Bearing Accounts$62,046$26,236▼ $35,810
Total Assets$826,935$982,108▲ $155,173
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$826,935$982,108▲ $155,173
Total Net Assets Fund Balance$826,935$982,108▲ $155,173
Total Liabilities and Net Assets / Fund Balance$826,935$982,108▲ $155,173
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Nicholas JohnsPresident
Mel LambertDirector
James LambSecretary
Eckhard GazowTreasurer
Charles AdamsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$129,536
Program Service Revenue
$0
Investment Income
$23,320
Other Revenue
$15,501
All Other Contributions
$129,536
Change in Net Assets
$64,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,889
Grants and Similar Amounts Paid$36,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,500--$36,500
Travel$14,804$53-$14,857
Occupancy-$6,600-$6,600
Fees for Service Investment Mgmnt Fees-$4,046-$4,046
Fees for Services Accounting-$3,100-$3,100
Insurance-$2,923-$2,923
Office Expenses-$1,075-$1,075
Other Expenses$931--$931
All Other Expenses$411--$411
Total Functional Expenses$85,592$17,797$0$103,389
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Eric GazowBoard MemberAdministrative FeesNo$9,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

“The sovereign grand inspector general (sgig) of the supreme council of the a&asr in oregon has the authority to modify any actions of the directors, including the power to appoint and remove directors.”

Form 990, Page 6, Part VI, Line 11B

“The sovereign grand inspector general (sgig) of the supreme council in oregon has assigned the completion of tax returns to the treasurer. The sgig and board are briefed with the 990 in hand. The questions and concerns of the sgig and board are sought out prior to the 990 being signed by the treasurer.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors and its chairman review all matters for the existence of conflicts. Board members are required to disqualify themselves from voting and deliberations when a potential of conflict is found to exist.”

Form 990, Page 6, Part VI, Line 19

“Upon request from any citizen, the general secretary provides access to all documents.”

Filing and Contact Details

Filer

Filer Name
The Oregon Scottish Rite Education
EIN
93-6024129
Phone
5032267827
Address
709 SW 15TH AVENUE, PORTLAND, OR 97205

Signing Officer

Name
Eckhard Gazow
Title
Treasurer
Phone
5032267827
Signed
2024-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eckhard Gazow
Formed
1960
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Verity Accountancy Pc
Address
4000 SE INTERNATIONAL WAY STE F203, MILWAUKIE, OR 97222-8864
Preparer
Jeffrey a Hart
Phone
5032815213
Raw XML Appendix388 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.
IRS990/AllOtherContributionsAmt0129536
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0411
IRS990/AllOtherExpensesGrp/TotalAmt0411
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0ECKHARD GAZOW
IRS990/BooksInCareOfDetail/PhoneNum05032267827
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0709 SW 15TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097205
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt062046
IRS990/CashNonInterestBearingGrp/EOYAmt026236
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0129536
IRS990/CYGrantsAndSimilarPaidAmt036500
IRS990/CYInvestmentIncomeAmt023320
IRS990/CYOtherExpensesAmt066889
IRS990/CYOtherRevenueAmt015501
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt064968
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0103389
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0168357
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0826935
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0982108
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt047442
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03100
IRS990/FeesForServicesAccountingGrp/TotalAmt03100
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04046
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04046
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MEL LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2ECKHARD GAZOW
IRS990/Form990PartVIISectionAGrp/PersonNm3NICHOLAS JOHNS
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES LAMB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01796
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt036500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt036500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt036500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0205672
IRS990/GrossReceiptsAmt0372233
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02923
IRS990/InsuranceGrp/TotalAmt02923
IRS990/InvestmentIncomeGrp/ExclusionAmt021524
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021524
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt091451
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0673438
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0955872
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0203876
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0826935
IRS990/NetAssetsOrFundBalancesEOYAmt0982108
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01796
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01796
IRS990/NetUnrlzdGainsLossesInvstAmt090205
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06600
IRS990/OccupancyGrp/TotalAmt06600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01075
IRS990/OfficeExpensesGrp/TotalAmt01075
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0LEADERSHIP EXPENSE/HONORS
IRS990/OtherExpensesGrp/Desc1CLARK TRUST EXPENSE
IRS990/OtherExpensesGrp/Desc2FRATERNAL COMMUNICATION
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt019443
IRS990/OtherExpensesGrp/ProgramServicesAmt19600
IRS990/OtherExpensesGrp/ProgramServicesAmt23903
IRS990/OtherExpensesGrp/ProgramServicesAmt3931
IRS990/OtherExpensesGrp/TotalAmt019443
IRS990/OtherExpensesGrp/TotalAmt19600
IRS990/OtherExpensesGrp/TotalAmt23903
IRS990/OtherExpensesGrp/TotalAmt3931
IRS990/OtherRevenueMiscGrp/Desc0CLARK TRUST ADMIN FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012546
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12955
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012546
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12955
IRS990/OtherRevenueTotalAmt015501
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ECKHARD GAZOW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SOVEREIGN GRAND INSPECTOR GENERAL (SGIG) CONDUCTS LEADERSHIP COMMUNICATION AND EDUCATION ACTIVITIES WITH LOCAL VALLEYS THROUGHOUT THE STATE OF OREGON.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt038150
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010714
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt022666
IRS990/PYInvestmentIncomeAmt029766
IRS990/PYOtherExpensesAmt046003
IRS990/PYOtherRevenueAmt012849
IRS990/PYRevenuesLessExpensesAmt0-15340
IRS990/PYTotalExpensesAmt068669
IRS990/PYTotalRevenueAmt053329
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt064968
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt067655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015920
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt095599
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt077026
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41440
IRS990ScheduleA/PublicSupportPY170Pct00.47150
IRS990ScheduleA/PublicSupportTotal170Amt067655
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021409
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt067655
IRS990ScheduleA/TotalSupportAmt0163254
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ERIC GAZOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09600
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ADMINISTRATIVE FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOVEREIGN GRAND INSPECTOR GENERAL (SGIG) OF THE SUPREME COUNCIL OF THE A&ASR IN OREGON HAS THE AUTHORITY TO MODIFY ANY ACTIONS OF THE DIRECTORS, INCLUDING THE POWER TO APPOINT AND REMOVE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOVEREIGN GRAND INSPECTOR GENERAL (SGIG) OF THE SUPREME COUNCIL IN OREGON HAS ASSIGNED THE COMPLETION OF TAX RETURNS TO THE TREASURER. THE SGIG AND BOARD ARE BRIEFED WITH THE 990 IN HAND. THE QUESTIONS AND CONCERNS OF THE SGIG AND BOARD ARE SOUGHT OUT PRIOR TO THE 990 BEING SIGNED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS AND ITS CHAIRMAN REVIEW ALL MATTERS FOR THE EXISTENCE OF CONFLICTS. BOARD MEMBERS ARE REQUIRED TO DISQUALIFY THEMSELVES FROM VOTING AND DELIBERATIONS WHEN A POTENTIAL OF CONFLICT IS FOUND TO EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST FROM ANY CITIZEN, THE GENERAL SECRETARY PROVIDES ACCESS TO ALL DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PORTLAND VALLEY ACACIA FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930112705
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237154746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt13
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0709 SW 15TH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1709 SW 15TH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd197205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0826935
IRS990/TotalAssetsEOYAmt0982108
IRS990/TotalAssetsGrp/BOYAmt0826935
IRS990/TotalAssetsGrp/EOYAmt0982108
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0129536
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017797
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085592
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103389
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0826935
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0982108
IRS990/TotalProgramServiceExpensesAmt085592
IRS990/TotalRevenueGrp/ExclusionAmt023320
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015501
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0168357
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0826935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0982108
IRS990/TravelGrp/ManagementAndGeneralAmt053
IRS990/TravelGrp/ProgramServicesAmt014804
IRS990/TravelGrp/TotalAmt014857
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0709 SW 15TH AVENUE
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097205
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ECKHARD GAZOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05032267827
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OREGON SCOTTISH RITE EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0936024129
ReturnHeader/Filer/PhoneNum05032267827
ReturnHeader/Filer/USAddress/AddressLine1Txt0709 SW 15TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260043046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERITY ACCOUNTANCY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04000 SE INTERNATIONAL WAY STE F203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972228864
ReturnHeader/PreparerPersonGrp/PhoneNum05032815213
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A HART
ReturnHeader/ReturnTs02024-03-13T16:38:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ECKHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GAZOW
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$982,108
Liabilities
$0
Net assets
$982,108
Revenue
$168,357
Expenses
$103,389
Net income
$64,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$2.08$0.12$1.96
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.17$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.11$0.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.30$0.08$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.15$0.08$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.02$0.35$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.03